Champlain Mid Cap strategy may invest in stocks of medium sized companies and, to a lesser extent, small and large sized companies. The portfolio is comprised of companies that we believe have attractive long-term fundamentals, appreciation potential, and valuations. The strategy consists of 50 to 75 common stocks from the Russell Midcap, S&P MidCap 400 and S&P 500.
The institutional separate account minimum is $10 million and the commingled fund minimum is $1 million. For further information, please contact us.
The Champlain Mid Cap Fund is available in two share classes: “Advisor” Shares and “Institutional” Shares. The “Advisor” Shares require a $10,000 minimum initial investment and the “Institutional” Shares have a minimum initial investment of $1 million.
The Champlain Funds are available to US investors only and may not be available in all states. The Champlain Funds are distributed by SEI Investments Distribution Co. (SIDCO) 1 Freedom Valley Drive, Oaks, PA, 19456, which is not affiliated with the adviser. Check the background of SIDCO on FINRA’s BrokerCheck.
Disclosure:
To determine if this Fund is an appropriate investment for you, carefully consider the Funds investment objectives, risk factors, charges, and expenses before investing. This and other information can be found in the Funds full or summary prospectus, which may be obtained by calling 1-866-773-3238. Read the prospectus carefully before investing or sending money.
Mutual fund investing involves risk including possible loss of principal. In addition to the normal risks associated with investing, investments in smaller companies typically exhibit higher volatility. There is no guarantee the Fund will achieve its stated objective.
The Champlain Mid Cap Collective Fund is available only to qualified retirement plans, including defined contribution, defined benefit, 401(k), Taft-Hartley and public plans. As a bank collective trust, the Champlain Investment Partners Collective Investment Trust is exempt from registration as an investment company. The Champlain Investment Partners Collective Investment Trust is managed by SEI Trust Company, the trustee, based on the investment advice of Champlain Investment Partners, LLC the investment adviser to the trust.
SEI Trust Company (the “Trustee”) serves as the Trustee of the Fund and maintains ultimate fiduciary authority over the management of, and the investments made, in the Fund. The Fund is part of a Collective Investment Trust (the “Trust”) operated by the Trustee. The Trustee is a trust company organized under the laws of the Commonwealth of Pennsylvania and wholly owned subsidiary of SEI Investments Company (SEI).
For further information, please contact us.